Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFAI)

776 + Investors. Track Smart Money conviction in DFAI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +57
Streak
11Q ▲
Buyers last Q
65%

Smart Money Signals — DFAI

Based on 784 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added DFAI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
784 hedge funds hold DFAI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +34% more funds vs a year ago

fund count last 6Q
+199 new funds entered over the past year (+34% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

488 buying259 selling
Last quarter: 488 funds were net buyers (93 opened a brand new position + 395 added to an existing one). Only 259 were sellers (223 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-23 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 63 → 51 → 116 → 93. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 27% medium ■ 26% new
371 out of 784 hedge funds have held DFAI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

58 → 63 → 51 → 116 → 93 new funds/Q
New funds entering each quarter: 63 → 51 → 116 → 93. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 46% veterans vs 35% newcomers

■ 46% veterans ■ 19% 1-2yr ■ 35% new
Entry-cohort mix of 784 holders: 361 (46%) are 2+ year veterans, 152 entered 1–2 years ago, and 271 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
21 of 784 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DFAI

In 2026 Q1, 488 hedge funds were net buyers of DFAI (93 opened a new position, 395 added to an existing one), while 259 reduced or exited (223 trimmed, 36 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +57 funds (more new holders than closures). Total institutional holders: 784.

Hedge Fund Ownership: DFAI

How many hedge funds hold DFAI — quarterly history vs. share price
Quarterly hedge fund ownership of DFAI vs. share price

Market Analysis: DFAI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFAI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Dimensional ETF Trust (DFAI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DFAI has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
DFAI
+8.2%
SPY
+15.9%

DFAI outperformed SPY by -7.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
DFAI
+3.2%
SPY
+2.0%

Since the filing became public, DFAI outperformed SPY by +1.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Growing Institutional Interest

Quality funds are building positions — conviction is rising but not yet widespread.

18 top-rated funds 104 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
6.8
/ 10
conviction
Hedge Fund Positioning: DFAI
776 + Investors

Track Smart Money conviction in DFAI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 776 727 6.74%
13F Shares 333M 277M 20.16%
Total Value $12.78B $10.57B 20.95%
New Positions 90 116 -26
Increased Positions 395 368 +27
Closed Positions 41 30 +11
Reduced Positions 218 178 +40
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFAI

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Institutional Holders (2026 Q1)

776 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DFAI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 DFAI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Benson Investment Management Company, Inc. 33.37% 96,470 $3.8M
2 SYM FINANCIAL Corp 25.37% 6,518,468 $254.0M
3 Chico Wealth RIA 23.84% 1,001,616 $39.0M
4 Monument Group Wealth Advisors, LLC 17.56% 812,122 $31.6M
5 Financial Alternatives, Inc 17.43% 829,923 $32.3M
6 Pioneer Wealth Management Group 15.53% 1,420,804 $55.4M
7 Kure Advisory, LLC 15.38% 724,813 $28.2M
8 Moisand Fitzgerald Tamayo, LLC 15.07% 3,599,322 $140.2M
9 Prudent Man Investment Management, Inc. 13.53% 1,055,534 $40.2M
10 Keyes, Stange & Wooten Wealth Management, LLC 13.21% 759,578 $29.6M
11 RAM Investment Partners, LLC 13.07% 1,909,728 $74.4M
12 Marquette Asset Management, LLC 12.90% 2,216,137 $86.3M
13 LVZ, Inc. 12.88% 2,896,421 $112.8M
14 Valued Wealth Advisors LLC 12.49% 790,903 $30.8M
15 Aquire Wealth Advisors, LLC 12.49% 1,219,756 $47.5M
16 Thayer Financial, L.L.C. 12.43% 312,670 $12.2M
17 Klaas Financial Asset Advisors, LLC 12.40% 2,305,283 $89.8M
18 Consilium Wealth Advisory, LLC 11.41% 858,597 $33.5M
19 Graver Capital Management, LLC 11.28% 381,037 $14.8M
20 Spectrum Investment Advisors, Inc. 11.12% 574,320 $22.4M
21 Wealth Dimensions Group, Ltd. 10.90% 1,422,691 $55.4M
22 GK Wealth Management LLC 10.90% 331,117 $12.5M
23 Allodium Investment Consultants, LLC 10.79% 578,268 $22.5M
24 Trailhead Planners LLC 10.79% 288,436 $11.2M
25 Brogan Financial, INC. 10.76% 627,929 $24.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Dimensional ETF Trust (DFAI)

What does the Smart Money Trend signal show for DFAI?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added DFAI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DFAI?

More buyers than sellers — 65% buying: Last quarter: 488 funds were net buyers (93 opened a brand new position + 395 added to an existing one). Only 259 were sellers (223 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFAI holders?

Smaller funds dominant — 18% AUM from top-100: 21 of 784 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFAI?

47% of holders stayed for 2+ years: 371 out of 784 hedge funds have held DFAI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Dimensional ETF Trust (DFAI) following the 2026 Q1 hedge fund 13F filings?

As of today, DFAI has moved +3.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +1.2%. Since the quarter end (March 31, 2026), DFAI has gained +8.2% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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